FAQ – Frequently Asked Questions

What are your hours? Are you open on Saturdays?

Our non-tax season hours are 7:30am-4pm Monday through Friday.

Tax Season Hours: we are open until 6pm Monday through Thursday, 5pm Fridays, and noon on Saturdays. We do not close for any holidays during tax season.

If you can’t get to us during our business hours, we can arrange for a secure drop off for you.

How much do your services cost?

Our services vary according to the needs of our clients. We offer tax return preparation, bookkeeping, payroll, and other services. For specific information about costs, it’s best to call our office and have a conversation with one of our staff accountants to see what will work best for you. Each client is different, and our fee structure is fair and based on what you need.

Can I make an appointment to have my taxes done in-person?

Appointments during tax season are very limited. We operate on a drop-off system which works best to ensure that everyone stays healthy during the busiest time of the year. While we don’t have many appointments in-person during tax season, we are always available via phone (and zoom!) to talk with our clients, answer your questions, and go over your completed tax returns.

What should I bring with me?

Please check out our Tax Season – What To Expect page which has a link to a checklist that you can print to help you gather all of your materials for tax preparation. Additionally, if you had your taxes done with us last year you can email Maggie to have her mail (usps or email) your Tax Organizer.

Do I really need to bring my healthcare notice (1095-A, B or C) with me?

Yes, you really do. This is especially important if you have purchased health insurance through the marketplace and not through your employer. Insurance through the marketplace is income-based and they calculate tax credits for you. When we are doing your tax return, we need to see what premiums you paid and then calculate if the tax premium credit given was accurate based on your income. You may have to go online to get your healthcare form. If you have a Health Savings Account, you will also need to bring any forms pertaining to distributions from that account.

Where can I park?

Parking is easy and convenient here at Shane, Navratil & Co. There is a parking garage across the street from us, where the first three hours are free! There is limited on-street parking, which is free though time sensitive. If you need assistance, you can call our office at 860-456-2297 and someone will come out to help.

Can I/We sign our paperwork electronically?

Yes! At Shane, Navratil & Co you can complete your tax return electronically. Once we have completed your tax return preparation, we can email you (through our secure server) the tax return and the paperwork that can be electronically signed. Once we have the signature pages back, we will electronically file your federal and state(s) returns. There are some instances where “wet” or “ink” signatures are required, and if you are not local or unable to get here, we can mail the documents to you.

Can I sign for my child/spouse/partner/ex?

This depends – if your child is a dependent minor than yes, as parent/guardian you can sign for them. If you have a proper Power of Attorney for someone, you can sign on their behalf as POA. Legally, unless you have a proper POA or are signing for a minor as parent/guardian, you cannot sign for anyone other than yourself.

How do I check my refund?

You can check the status of your refund at either the Connecticut Department of Revenue Services (DRS) Taxpayer Service Center (TSC) or the IRS refunds website.
State of Connecticut Department of Revenue Services
IRS Refunds

Why is my refund taking so long to process?

There are many factors that go into the processing of tax returns and refunds. If you are getting a refund by check it will take longer than if you were getting it by a direct deposit into your bank account. The closer to April 15th your return is submitted, the longer it may take to get your refund. It’s possible that the IRS or State Department of Revenue has your return under review. If that’s the case, your best option is to contact them. Contact information can be found on the appropriate websites for the organization you are looking for.

Do you accept Apple Pay? / What forms of payment do you accept?

Yes we do! We also take all major credit cards, cash, and checks. You can pay by mail, phone, or in-person.

Why am I asked for my phone number and email address every year?

We always want to make sure that we have the most current contact information on file for our clients. Having your most current contact information means that we will be able to reach you if we have any questions and when your paperwork is completed. We do not share your contact information, ever.